How big is Shilts CPA, PLLC's plan?

Shilts CPA, PLLC's plan reported $339K in assets for 2024.

Original filing (PDF)20251011051843NAL0008351937001

Shilts CPA, PLLC

Name: Shilts CPA, PLLC — Shilts CPA, PLLC 401(k) Plan, Form 5500 (2024)
Creator: Shilts CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shilts CPA, PLLC 401(k) Plan

401(k) retirement plan · Shilts CPA, PLLC's Shilts CPA, PLLC 401(k) Plan reported $339K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

People on this filing

Jeffrey Ricketts signed Shilts CPA, PLLC's 2024 Form 5500 as plan administrator.

Jeffrey Ricketts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shilts CPA, PLLC's EIN is 47-1697998.

EIN 47-1697998

Plan number 001

Plan year 2024

ACK ID 20251011051843NAL0008351937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shilts CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shilts CPA, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHILTS CPA, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score